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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,292 | $135,956-90.2% | $123,894-89.3% | $273,972-95.1% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 75.62% | 56.63%+19.0pp | 47.52%+28.1pp | 41.46%+34.2pp |
| Employer contribution / active EE | $13,052 | $5,170+152.5% | $4,617+182.7% | $4,869+168.1% |
| Participant deferral / active EE | $1,542 | $6,343-75.7% | $5,984-74.2% | $5,287-70.8% |
| Admin fee / account holder | $259 | $9,817-97.4% | $8,357-96.9% | $10,133-97.4% |